BMO InvestorLine
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BMO InvestorLine Employees
Employee
Years
Job
Industry
Corey Crawford Corey Crawford's BMO InvestorLine Experience November 2013 - Present
Job Email Support Coordinator at BMO Investorline
Industry Financial Services
Experience
BMO Investorline November 2013 - Present
BMO Investorline November 2011 - November 2013
Free For All Marketing July 2008 - May 2011
Standard Life May 2009 - May 2010
Skills
Investments, CRM, Marketing, Finance, Accounting, Retirement, Financial Modeling, Entrepreneurship, Financial Analysis, PowerPoint
Education
Concordia University 2007 — 2011
Bachelor of Commerce (B.Com.) from John Molson School of Business, Finance
Canadian Securities Institute 2011 — 2012
BMO Investorline November 2013 - Present
BMO Investorline November 2011 - November 2013
Free For All Marketing July 2008 - May 2011
Standard Life May 2009 - May 2010
Skills
Investments, CRM, Marketing, Finance, Accounting, Retirement, Financial Modeling, Entrepreneurship, Financial Analysis, PowerPoint
Education
Concordia University 2007 — 2011
Bachelor of Commerce (B.Com.) from John Molson School of Business, Finance
Canadian Securities Institute 2011 — 2012
Anna Fu Anna Fu's BMO InvestorLine Experience January 2010 - July 2010
Job JD/HBA Candidate 2016, Western Law & Ivey
Industry Banking
Experience
Western University September 2013 - Present
Scotiabank May 2012 - August 2013
Richard Ivey School of Business March 2012 - April 2012
BMO Investorline January 2010 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales, Banking, Credit, Outlook, Retail, Marketing, Teamwork, Leadership, Time Management, Research, Financial Analysis
Education
Richard Ivey School of Business 2012 — 2014
HBA, Finance
The University of Western Ontario 2010 — 2014
Bachelor's degree, Management & Organizational Studies
Western University September 2013 - Present
Scotiabank May 2012 - August 2013
Richard Ivey School of Business March 2012 - April 2012
BMO Investorline January 2010 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales, Banking, Credit, Outlook, Retail, Marketing, Teamwork, Leadership, Time Management, Research, Financial Analysis
Education
Richard Ivey School of Business 2012 — 2014
HBA, Finance
The University of Western Ontario 2010 — 2014
Bachelor's degree, Management & Organizational Studies
Boyan Ivanov Boyan Ivanov's BMO InvestorLine Experience October 2009 - February 2013
Job Certified Financial Planner at BMO Financial Group
Industry Banking
Experience
BMO Financial Group February 2013 - Present
BMO Investorline October 2009 - February 2013
BMO Investorline September 2008 - October 2009
CIBC Wealth Management September 2007 - September 2008
CIBC National Recovery July 2006 - September 2007
Skills
Investments, Business Development, CRM, Equities, Portfolio Management, Mutual Funds, Credit, Strategic Financial..., Banking, Relationship Management, Retirement Planning, Wealth Management, Financial Modeling, Financial Analysis, Analysis, Fixed Income, Derivatives, Financial Planning
Education
McGill University 2004 — 2007
Bachelors in Finance and International Business, Finance & International Business
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2006
Bachelor,s of Finance and International Business, Finance
BMO Financial Group February 2013 - Present
BMO Investorline October 2009 - February 2013
BMO Investorline September 2008 - October 2009
CIBC Wealth Management September 2007 - September 2008
CIBC National Recovery July 2006 - September 2007
Skills
Investments, Business Development, CRM, Equities, Portfolio Management, Mutual Funds, Credit, Strategic Financial..., Banking, Relationship Management, Retirement Planning, Wealth Management, Financial Modeling, Financial Analysis, Analysis, Fixed Income, Derivatives, Financial Planning
Education
McGill University 2004 — 2007
Bachelors in Finance and International Business, Finance & International Business
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2006
Bachelor,s of Finance and International Business, Finance
Eric Cassir's BMO InvestorLine Experience September 2007 - July 2009
Job Director Portfolio Management at National Bank of Canada
Industry Banking
Experience
National Bank of Canada May 2015 - Present
GE Capital Corporate Finance November 2013 - Present
GE Capital Corporate Finance December 2011 - November 2013
Goulet Bowker & Associates August 2009 - November 2011
BMO Investorline September 2007 - July 2009
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Banking, Credit, Risk Management
Education
Université de Moncton 2002 — 2006
BBA, Finance
CFA Institute
CFA Charterholder
The Canadian Institute of Chartered Business Valuators
Chartered Business Valuator (In Progress)
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook, Options Licensing Course
National Bank of Canada May 2015 - Present
GE Capital Corporate Finance November 2013 - Present
GE Capital Corporate Finance December 2011 - November 2013
Goulet Bowker & Associates August 2009 - November 2011
BMO Investorline September 2007 - July 2009
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Banking, Credit, Risk Management
Education
Université de Moncton 2002 — 2006
BBA, Finance
CFA Institute
CFA Charterholder
The Canadian Institute of Chartered Business Valuators
Chartered Business Valuator (In Progress)
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook, Options Licensing Course
Bernard Chua Bernard Chua's BMO InvestorLine Experience April 1999 - May 2003
Job Manager, Market Operations at CSE CNSX Markets Inc
Industry Financial Services
Experience
CNSX Markets Inc June 2003 - Present
BMO Investorline April 1999 - May 2003
BMO Investorline March 1998 - March 1999
Education
Concordia University 1991 — 1995
BA, Economics
CEGEP - John Abbott College 1989 — 1991
Diploma, Commerce
CNSX Markets Inc June 2003 - Present
BMO Investorline April 1999 - May 2003
BMO Investorline March 1998 - March 1999
Education
Concordia University 1991 — 1995
BA, Economics
CEGEP - John Abbott College 1989 — 1991
Diploma, Commerce
Marc-Antoine Fournier Marc-Antoine Fournier's BMO InvestorLine Experience October 2010 - August 2012
Job Négociateur Adjoint at Fiera Capital Corporation
Industry Financial Services
Experience
Fiera Capital Corporation June 2014 - Present
Caisse de dépôt et placement du Québec May 2013 - June 2014
BMO September 2012 - May 2013
BMO InvestorLine October 2010 - August 2012
BMO InvestorLine November 2009 - October 2010
Skills
Investments, Negotiation, Management, Hard Worker, Customer Negotiations, Courtesy, Marketing, Trading, French, Team Management, Punctual, Direct Sales, Bloomberg Terminal, Fidessa, Technical Analysis, Stock Market, Securities Lending, Inside Sales, Computer Literate, Microsoft Office
Education
Université de Montréal 2012 — 2013
Certificat en Droit - Law Certificate, Law
Concordia University 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
College Andre-Grasset 2006 — 2008
DEC, Administration
Fiera Capital Corporation June 2014 - Present
Caisse de dépôt et placement du Québec May 2013 - June 2014
BMO September 2012 - May 2013
BMO InvestorLine October 2010 - August 2012
BMO InvestorLine November 2009 - October 2010
Skills
Investments, Negotiation, Management, Hard Worker, Customer Negotiations, Courtesy, Marketing, Trading, French, Team Management, Punctual, Direct Sales, Bloomberg Terminal, Fidessa, Technical Analysis, Stock Market, Securities Lending, Inside Sales, Computer Literate, Microsoft Office
Education
Université de Montréal 2012 — 2013
Certificat en Droit - Law Certificate, Law
Concordia University 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
College Andre-Grasset 2006 — 2008
DEC, Administration
Daniel Kohler Daniel Kohler's BMO InvestorLine Experience December 2000 - October 2004
Job Director of Sales at StackAdapt
Industry Marketing and Advertising
Experience
StackAdapt September 2014 - Present
StackAdapt October 2013 - September 2014
Collective Roll 2013 - 2013
Scotia iTRADE August 2007 - December 2012
Zermatt Ski & Snowboard School October 2004 - May 2007
BMO InvestorLine December 2000 - October 2004
Skills
Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Equities, Options, Trading, Derivatives, Fixed Income, Securities, Equity Trading, Bonds, Portfolio Management, Relationship Management, Sales, Digital Media, Social Media Marketing, Online Advertising, Strategy, Media Buying, Digital Strategy, Advertising, Management, Digital Marketing, Online Marketing, Integrated Marketing, Marketing Strategy, Media Planning, Social Media
Education
George Brown College
North Toronto
StackAdapt September 2014 - Present
StackAdapt October 2013 - September 2014
Collective Roll 2013 - 2013
Scotia iTRADE August 2007 - December 2012
Zermatt Ski & Snowboard School October 2004 - May 2007
BMO InvestorLine December 2000 - October 2004
Skills
Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Equities, Options, Trading, Derivatives, Fixed Income, Securities, Equity Trading, Bonds, Portfolio Management, Relationship Management, Sales, Digital Media, Social Media Marketing, Online Advertising, Strategy, Media Buying, Digital Strategy, Advertising, Management, Digital Marketing, Online Marketing, Integrated Marketing, Marketing Strategy, Media Planning, Social Media
Education
George Brown College
North Toronto
Trixie Baker's BMO InvestorLine Experience April 2008 - April 2009
Job Senior Financial Writer at MD Financial
Industry Financial Services
Experience
MD Financial Management July 2009 - Present
BMO Investorline April 2008 - April 2009
Altamira 2005 - 2007
Inco Ltd. 2002 - 2005
AIM Trimark Investments 1998 - 2002
Skills
Marketing Communications, Writing, Corporate Communications, Project Management, Strategic Communications, Editing, Financial Services, Creative Direction, Editorial, Internal Communications, Public Relations, Management, Marketing, CRM
Education
University of Guelph
Honors BA, English major / marketing & consumer studies minor
Royal Conservatory of Music - Toronto
Piano performance and music theory
MD Financial Management July 2009 - Present
BMO Investorline April 2008 - April 2009
Altamira 2005 - 2007
Inco Ltd. 2002 - 2005
AIM Trimark Investments 1998 - 2002
Skills
Marketing Communications, Writing, Corporate Communications, Project Management, Strategic Communications, Editing, Financial Services, Creative Direction, Editorial, Internal Communications, Public Relations, Management, Marketing, CRM
Education
University of Guelph
Honors BA, English major / marketing & consumer studies minor
Royal Conservatory of Music - Toronto
Piano performance and music theory
Cecillia Lescano Cecillia Lescano's BMO InvestorLine Experience December 1999 - November 2002
Job Marketing Director at Eventbase
Industry Computer Software
Experience
Eventbase February 2014 - Present
B2B Marketing Consultant January 2014 - Present
Aptean (formerly Pivotal Corp.) March 2011 - September 2013
Absolute Software July 2010 - March 2011
Maximizer Software May 2008 - July 2010
Homeworks Services Inc. April 2005 - May 2008
Intrawest (Whistler Blackcomb) November 2003 - April 2005
BMO Investorline December 1999 - November 2002
Skills
Marketing Strategy, Digital Marketing, Demand Generation, Project Management, Product Marketing, Marketing Communications, Strategic Planning, CRM, Online Advertising, Strategy, Marketing, Direct Marketing, Program Management, Lead Generation, Sales, Salesforce.com, Management
Education
British Columbia Institute of Technology
Associate Certificate
Simon Fraser University
Bachelor
Eventbase February 2014 - Present
B2B Marketing Consultant January 2014 - Present
Aptean (formerly Pivotal Corp.) March 2011 - September 2013
Absolute Software July 2010 - March 2011
Maximizer Software May 2008 - July 2010
Homeworks Services Inc. April 2005 - May 2008
Intrawest (Whistler Blackcomb) November 2003 - April 2005
BMO Investorline December 1999 - November 2002
Skills
Marketing Strategy, Digital Marketing, Demand Generation, Project Management, Product Marketing, Marketing Communications, Strategic Planning, CRM, Online Advertising, Strategy, Marketing, Direct Marketing, Program Management, Lead Generation, Sales, Salesforce.com, Management
Education
British Columbia Institute of Technology
Associate Certificate
Simon Fraser University
Bachelor
Marc-André Gailer's BMO InvestorLine Experience 2014 - Present
Job Equity and Options Trader at BMO Investorline
Industry Financial Services
Experience
BMO Investorline 2014 - Present
Smart Opportunity System February 2008 - August 2014
Ministère de l'Immigration et des communautés Culturelles May 2008 - December 2011
Skills
Leadership, Customer Service, Canadian Immigration Law, Immigration Issues, Finance, Microsoft Office, Immigration Policy, Management, Financial Analysis, Analysis, PowerPoint
Education
2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Université de Montréal - HEC Montréal 2008 — 2011
Bachelor of Business Administration (BBA), Finance, général
BMO Investorline 2014 - Present
Smart Opportunity System February 2008 - August 2014
Ministère de l'Immigration et des communautés Culturelles May 2008 - December 2011
Skills
Leadership, Customer Service, Canadian Immigration Law, Immigration Issues, Finance, Microsoft Office, Immigration Policy, Management, Financial Analysis, Analysis, PowerPoint
Education
2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Université de Montréal - HEC Montréal 2008 — 2011
Bachelor of Business Administration (BBA), Finance, général
Michel Lemyre Michel Lemyre's BMO InvestorLine Experience May 2005 - February 2008
Job Conseiller en placement BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns February 2011 - Present
Bank of Montreal February 2008 - February 2011
BMO Investorline May 2005 - February 2008
Education
Université Laval 2000 — 2003
2003, Baccalauréat administration des affaires
BMO Nesbitt Burns February 2011 - Present
Bank of Montreal February 2008 - February 2011
BMO Investorline May 2005 - February 2008
Education
Université Laval 2000 — 2003
2003, Baccalauréat administration des affaires
Steven Pilotto Steven Pilotto's BMO InvestorLine Experience May 2014 - Present
Job Senior Client Relationship Consultant at BMO InvestorLine
Industry Financial Services
Experience
BMO InvestorLine May 2014 - Present
BMO InvestorLine March 2012 - May 2014
BMO InvestorLine September 2011 - March 2012
BMO InvestorLine May 2011 - September 2011
KMS October 2010 - May 2011
Panduit Corporation June 2006 - July 2007
X-Cel Technologies February 2001 - June 2003
Skills
Microsoft Excel, Teamwork, Risk Management, VBA, Microsoft Office, Derivatives, Management, Analysis, Investments, Asset Management, Corporate Finance
Education
Concordia University 2007 — 2010
BComm, Major - Finance; Minor - Financial Reporting
CSI Global Education Inc. 2009 — 2009
Canadian Securities Course (CSC)
South Suburban Community College 2003 — 2006
Associates, Mathematics
Oak Forest High School 1996 — 2000
High School Diploma
BMO InvestorLine May 2014 - Present
BMO InvestorLine March 2012 - May 2014
BMO InvestorLine September 2011 - March 2012
BMO InvestorLine May 2011 - September 2011
KMS October 2010 - May 2011
Panduit Corporation June 2006 - July 2007
X-Cel Technologies February 2001 - June 2003
Skills
Microsoft Excel, Teamwork, Risk Management, VBA, Microsoft Office, Derivatives, Management, Analysis, Investments, Asset Management, Corporate Finance
Education
Concordia University 2007 — 2010
BComm, Major - Finance; Minor - Financial Reporting
CSI Global Education Inc. 2009 — 2009
Canadian Securities Course (CSC)
South Suburban Community College 2003 — 2006
Associates, Mathematics
Oak Forest High School 1996 — 2000
High School Diploma
Kaoru Takanashi Kaoru Takanashi's BMO InvestorLine Experience April 2003 - September 2006
Job Compliance Officer at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities June 2009 - Present
IIROC November 2007 - June 2009
Advisor Impact Inc. August 2006 - September 2007
BMO InvestorLine April 2003 - September 2006
Bank of Montreal April 2002 - April 2003
Skills
Securities, Risk Management, AML, Investments, Options, Policy, Compliance, Regulatory Affairs, Futures, Auditing, Banking, Derivatives, Wealth Management
Education
Ryerson University 1996 — 2001
B.A.A
RBC Dominion Securities June 2009 - Present
IIROC November 2007 - June 2009
Advisor Impact Inc. August 2006 - September 2007
BMO InvestorLine April 2003 - September 2006
Bank of Montreal April 2002 - April 2003
Skills
Securities, Risk Management, AML, Investments, Options, Policy, Compliance, Regulatory Affairs, Futures, Auditing, Banking, Derivatives, Wealth Management
Education
Ryerson University 1996 — 2001
B.A.A
Prateek Shrivastava Prateek Shrivastava's BMO InvestorLine Experience December 2013 - Present
Job Investment Specialist, 5 Star at BMO Investorline
Industry Investment Banking
Experience
BMO Investorline December 2013 - Present
BMO Investorline June 2011 - December 2013
PC Financial September 2010 - June 2011
Canadian Immigration and Allied Services May 2010 - August 2010
Copy All Plus February 2009 - May 2010
The UPS Store April 2007 - July 2007
Skills
Team Building, Employee Relations, Team Leadership
Education
CSI 2011 — 2011
Derivatives Fundamentals and Options Licensing Course, Finance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Humber College 2008 — 2010
Business Admin
BMO Investorline December 2013 - Present
BMO Investorline June 2011 - December 2013
PC Financial September 2010 - June 2011
Canadian Immigration and Allied Services May 2010 - August 2010
Copy All Plus February 2009 - May 2010
The UPS Store April 2007 - July 2007
Skills
Team Building, Employee Relations, Team Leadership
Education
CSI 2011 — 2011
Derivatives Fundamentals and Options Licensing Course, Finance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Humber College 2008 — 2010
Business Admin
Andrew Tomaszewicz Andrew Tomaszewicz's BMO InvestorLine Experience 1991 - 1997
Job Regional Business Manager (Ontario) at Seaford Pharmaceuticals Inc.
Industry Pharmaceuticals
Experience
Seaford Pharmaceuticals Inc. November 2013 - Present
Seaford Pharmaceuticals Inc. October 2012 - November 2013
AVT Home Inspection Services September 2010 - January 2013
CIBC September 2003 - July 2008
Valeant Pharmaceuticals (formerly ICN Canada Ltd) 1997 - 2003
BMO Investorline 1991 - 1997
Purdue Pharma 1989 - 1990
Sanofi-Aventis (formerly Hoechst Pharmaceuticals) 1979 - 1987
Skills
Strategic Planning, Sales, Sales Management, Dermatology, Team Building, Pharmaceutical Industry, Marketing Strategy, Coaching, Business Strategy, Cross-functional Team..., Program Management, Pharmaceutical Sales, Selling, Healthcare, Business Planning, Entrepreneurship, Sales Operations, Training, Cardiology, Product Launch, Hospitals, Direct Sales, Urology, Public Speaking, OB/GYN, Negotiation, Pulmonology, Sales Effectiveness, Business Development, Forecasting, Nephrology, Gastroenterology, Product Development, Small Business, Rheumatology, Marketing Management, Medical Devices, New Business Development, Investments, Management, Market Planning, Strategy, Market Research, Leadership
Education
McGill University 1975 — 1978
B.Sc., Biology
Seaford Pharmaceuticals Inc. November 2013 - Present
Seaford Pharmaceuticals Inc. October 2012 - November 2013
AVT Home Inspection Services September 2010 - January 2013
CIBC September 2003 - July 2008
Valeant Pharmaceuticals (formerly ICN Canada Ltd) 1997 - 2003
BMO Investorline 1991 - 1997
Purdue Pharma 1989 - 1990
Sanofi-Aventis (formerly Hoechst Pharmaceuticals) 1979 - 1987
Skills
Strategic Planning, Sales, Sales Management, Dermatology, Team Building, Pharmaceutical Industry, Marketing Strategy, Coaching, Business Strategy, Cross-functional Team..., Program Management, Pharmaceutical Sales, Selling, Healthcare, Business Planning, Entrepreneurship, Sales Operations, Training, Cardiology, Product Launch, Hospitals, Direct Sales, Urology, Public Speaking, OB/GYN, Negotiation, Pulmonology, Sales Effectiveness, Business Development, Forecasting, Nephrology, Gastroenterology, Product Development, Small Business, Rheumatology, Marketing Management, Medical Devices, New Business Development, Investments, Management, Market Planning, Strategy, Market Research, Leadership
Education
McGill University 1975 — 1978
B.Sc., Biology
Ovett Edwards Ovett Edwards's BMO InvestorLine Experience August 2010 - June 2011
Job Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2011 - Present
BMO InvestorLine August 2010 - June 2011
BMO InvestorLine April 2010 - September 2010
RBC Direct Investing February 2010 - May 2010
All Can 1998 - 2008
Education
Concordia University 2000 — 2005
RBC Wealth Management 2011 - Present
BMO InvestorLine August 2010 - June 2011
BMO InvestorLine April 2010 - September 2010
RBC Direct Investing February 2010 - May 2010
All Can 1998 - 2008
Education
Concordia University 2000 — 2005
Nabil Souai Nabil Souai's BMO InvestorLine Experience October 2006 - October 2007
Job Flight Attendant at Air Canada
Industry Airlines/Aviation
Experience
Air Canada January 2008 - Present
BMO Investorline October 2006 - October 2007
RBC Insurance June 2004 - September 2006
Skills
Customer Service, Project Planning, Team Leadership, Finance, Team Building, Flights, Banking, French, Process Improvement, Sales, Customer Experience, Insurance
Education
University of the Centre Tunisia 1995 — 1999
Bachelor's degree of Economics, Economics
Université de Sousse 1995 — 1999
Bachelor's, Economics
Air Canada January 2008 - Present
BMO Investorline October 2006 - October 2007
RBC Insurance June 2004 - September 2006
Skills
Customer Service, Project Planning, Team Leadership, Finance, Team Building, Flights, Banking, French, Process Improvement, Sales, Customer Experience, Insurance
Education
University of the Centre Tunisia 1995 — 1999
Bachelor's degree of Economics, Economics
Université de Sousse 1995 — 1999
Bachelor's, Economics
Paul Heinrich Paul Heinrich's BMO InvestorLine Experience October 2004 - June 2007
Job Operations Professional with BMO
Industry Financial Services
Experience
BMO Financial Group April 2014 - Present
BMO December 2010 - April 2014
BMO March 2008 - December 2010
BMO June 2007 - March 2008
BMO InvestorLine October 2004 - June 2007
Scotiabank January 2001 - January 2004
Skills
Training, Management, Forecasting, Customer Service, Team Building, Account Management, Mutual Funds, Teamwork, Finance, Coaching, Relationship Management, Project Planning, Risk Management, Process Improvement, Operations Management, Banking, Investments, Financial Services, Business Analysis, Financial Analysis
Education
University of Ottawa / Université d'Ottawa 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
George Brown College 2012 — 2012
Practical Management Strategies Certificate, Practical Management Strategies
Canadian Securities Institute 2009 — 2009
Branch Managers Course (BMC)
Canadian Securities Institute 2007 — 2007
Conduct and Practices Handbook (CPH)
Canadian Securities Institute 2006 — 2007
Canadian Securities Course (CSC), CSC, CPH, BMC
BMO Financial Group April 2014 - Present
BMO December 2010 - April 2014
BMO March 2008 - December 2010
BMO June 2007 - March 2008
BMO InvestorLine October 2004 - June 2007
Scotiabank January 2001 - January 2004
Skills
Training, Management, Forecasting, Customer Service, Team Building, Account Management, Mutual Funds, Teamwork, Finance, Coaching, Relationship Management, Project Planning, Risk Management, Process Improvement, Operations Management, Banking, Investments, Financial Services, Business Analysis, Financial Analysis
Education
University of Ottawa / Université d'Ottawa 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
George Brown College 2012 — 2012
Practical Management Strategies Certificate, Practical Management Strategies
Canadian Securities Institute 2009 — 2009
Branch Managers Course (BMC)
Canadian Securities Institute 2007 — 2007
Conduct and Practices Handbook (CPH)
Canadian Securities Institute 2006 — 2007
Canadian Securities Course (CSC), CSC, CPH, BMC
Aslam (Ajay) Jamal, MBA Aslam (Ajay) Jamal, MBA's BMO InvestorLine Experience December 2010 - December 2012
Job Regional Sales Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group December 2012 - Present
BMO InvestorLine December 2010 - December 2012
BMO InvestorLine 2007 - 2010
AKDN 2009 - 2009
BMO InvestorLine 2005 - 2007
Royal Bank February 2005 - September 2005
RBC Financial, Action Direct 1998 - 2001
Fortune Financial 1998 - 1998
Skills
Investments, Securities, Derivatives, Business Development, Relationship Management, Portfolio Management, Territory Management, Public Speaking, Event Management, Wealth Management, Business Planning, Sales Force Development, Banking, Competitive Analysis, Equities, Finance, Financial Services, Management, Leadership, Mutual Funds, Risk Management
Education
York University
BA, Psychology/Economics
University of Phoenix 2003 — 2005
MBA
BMO Financial Group December 2012 - Present
BMO InvestorLine December 2010 - December 2012
BMO InvestorLine 2007 - 2010
AKDN 2009 - 2009
BMO InvestorLine 2005 - 2007
Royal Bank February 2005 - September 2005
RBC Financial, Action Direct 1998 - 2001
Fortune Financial 1998 - 1998
Skills
Investments, Securities, Derivatives, Business Development, Relationship Management, Portfolio Management, Territory Management, Public Speaking, Event Management, Wealth Management, Business Planning, Sales Force Development, Banking, Competitive Analysis, Equities, Finance, Financial Services, Management, Leadership, Mutual Funds, Risk Management
Education
York University
BA, Psychology/Economics
University of Phoenix 2003 — 2005
MBA
Olivera Kljakic Olivera Kljakic's BMO InvestorLine Experience August 2000 - June 2011
Job Experienced Business Analysis Professional (CBAP)
Industry Information Technology and Services
Experience
Scotiabank - Wealth Management Business Solutions April 2013 - Present
BMO, Personal & Commercial Customer Insights & Decision Support June 2011 - September 2012
BMO Investorline August 2000 - June 2011
TD March 1997 - July 2000
Skills
Requirements Management, Project Management, Process Modeling, SDLC, Use Case Analysis, SQL, Testing, Systems Integration and..., Data Conversion, Interviewing Skills, JAD, Integration, Business Requirements, Webmaster Services, Newsletter Production, User Acceptance Testing, Business Analysis, Systems Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Project Portfolio..., Banking
Education
Univerzitet u Beogradu / University of Belgrade
MA in Economics
Scotiabank - Wealth Management Business Solutions April 2013 - Present
BMO, Personal & Commercial Customer Insights & Decision Support June 2011 - September 2012
BMO Investorline August 2000 - June 2011
TD March 1997 - July 2000
Skills
Requirements Management, Project Management, Process Modeling, SDLC, Use Case Analysis, SQL, Testing, Systems Integration and..., Data Conversion, Interviewing Skills, JAD, Integration, Business Requirements, Webmaster Services, Newsletter Production, User Acceptance Testing, Business Analysis, Systems Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Project Portfolio..., Banking
Education
Univerzitet u Beogradu / University of Belgrade
MA in Economics
Cameron McWade Cameron McWade's BMO InvestorLine Experience January 2007 - August 2007
Job Project Consultant, Strategy and Execution at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD September 2015 - Present
TRUE linkswear January 2013 - March 2013
Credit Suisse July 2012 - August 2012
BMO Nesbitt Burns October 2008 - June 2011
BMO Nesbitt Burns August 2007 - October 2008
BMO InvestorLine January 2007 - August 2007
Skills
Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Investment Advisory, Analytical Abilities, Finance, Financial Modeling, Strategy, Microsoft Office, Analytical Skills, Thompson One, CRM, Business Analysis, Management, Trading, Competitive Analysis, Due Diligence, Market Research, Process Improvement, Problem Solving, Business Development, Developing Client..., Communication Written, Thomson One, Customer Service, Sports, Sporting Goods, Marketing, Direct Marketing, Merchandising, Strategic Planning, Golf
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Duke University - Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
Dalhousie University 2002 — 2006
Bachelor of Commerce, Finance
Ashbury College 1995 — 2002
International Baccalaureate
MD Financial Management Gestion financière MD September 2015 - Present
TRUE linkswear January 2013 - March 2013
Credit Suisse July 2012 - August 2012
BMO Nesbitt Burns October 2008 - June 2011
BMO Nesbitt Burns August 2007 - October 2008
BMO InvestorLine January 2007 - August 2007
Skills
Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Investment Advisory, Analytical Abilities, Finance, Financial Modeling, Strategy, Microsoft Office, Analytical Skills, Thompson One, CRM, Business Analysis, Management, Trading, Competitive Analysis, Due Diligence, Market Research, Process Improvement, Problem Solving, Business Development, Developing Client..., Communication Written, Thomson One, Customer Service, Sports, Sporting Goods, Marketing, Direct Marketing, Merchandising, Strategic Planning, Golf
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Duke University - Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
Dalhousie University 2002 — 2006
Bachelor of Commerce, Finance
Ashbury College 1995 — 2002
International Baccalaureate
Greg Ripley Greg Ripley's BMO InvestorLine Experience January 2010 - November 2012
Job Investment & Retirement Planner at RBC
Industry Banking
Experience
RBC January 2013 - Present
BMO InvestorLine January 2010 - November 2012
RipleyMak & Associates January 2003 - January 2010
RBC Royal Bank 2001 - 2003
RBC Action Direct 1999 - 2001
RBC Action Direct 1993 - 1999
Skills
Sales Management, Investments, Investment Advisory, Direct Sales, Business Development, Business Planning, Executive Search, Recruiting, Compliance, Financial Services, Mortgage Lending, Mutual Funds, Sales, Wealth Management, Financial Planning, Coaching, Banking, Retail Banking, Retirement
Education
University of Calgary 1984 — 1988
Bachelor of Arts
Canadian Securities Institute,
RBC January 2013 - Present
BMO InvestorLine January 2010 - November 2012
RipleyMak & Associates January 2003 - January 2010
RBC Royal Bank 2001 - 2003
RBC Action Direct 1999 - 2001
RBC Action Direct 1993 - 1999
Skills
Sales Management, Investments, Investment Advisory, Direct Sales, Business Development, Business Planning, Executive Search, Recruiting, Compliance, Financial Services, Mortgage Lending, Mutual Funds, Sales, Wealth Management, Financial Planning, Coaching, Banking, Retail Banking, Retirement
Education
University of Calgary 1984 — 1988
Bachelor of Arts
Canadian Securities Institute,
Rocco Fascione's BMO InvestorLine Experience July 2012 - Present
Job Client Representative Contact at BMO Investorline
Industry Banking
Experience
Bmo Investorline July 2012 - Present
BikeCityGuide February 2012 - May 2012
CIBC January 2011 - January 2012
AIESEC Concordia September 2009 - November 2011
Skills
Microsoft Office, French, Customer Service, Event Management, Leadership Development, Time Management, Salesforce.com, Research, Non-profits, Business Analysis
Education
Concordia University 2008 — 2011
Collège André Grasset 2005 — 2007
DEC, Administration
Bmo Investorline July 2012 - Present
BikeCityGuide February 2012 - May 2012
CIBC January 2011 - January 2012
AIESEC Concordia September 2009 - November 2011
Skills
Microsoft Office, French, Customer Service, Event Management, Leadership Development, Time Management, Salesforce.com, Research, Non-profits, Business Analysis
Education
Concordia University 2008 — 2011
Collège André Grasset 2005 — 2007
DEC, Administration
Jacky Hood Jacky Hood's BMO InvestorLine Experience 2006 - 2007
Job Manager, Acquisition & Usage, Self Service Customer Experience, Scotiabank
Industry Marketing and Advertising
Experience
Scotiabank October 2012 - Present
American Marketing Association (AMA), Toronto January 2012 - February 2013
Scotiabank December 2010 - October 2012
Toronto International Film Festival Group September 2005 - 2012
American Marketing Association (AMA), Toronto 2009 - 2011
Interactive Advertising Bureau 2008 - 2009
BMO InvestorLine 2006 - 2007
BMO Bank of Montreal 2005 - 2006
TSX Group (Toronto Stock Exchange) 2000 - 2005
PricewaterhouseCoopers 1992 - 2000
Skills
Marketing Communications, Event Planning, Project Planning, Online Communications, Content Management, Web Content, Intranet Strategy, Marketing Strategy, Marketing Management, Project Execution, Event Marketing, Corporate Communications, Internal Communications, B2B Marketing, Social Media, Email Marketing, Project Management, Team Management, People Development, Event Management, Market Research, Digital Strategy, Online Marketing, Integrated Marketing, Strategy, Online Advertising, Advertising, Strategic Communications, Brand Management, Marketing, Public Relations, Press Releases, Newsletters
Education
Ryerson University 1998 — 2002
Certificate, Marketing
University of Toronto
E-Business & Web Marketing Certificate
Scotiabank October 2012 - Present
American Marketing Association (AMA), Toronto January 2012 - February 2013
Scotiabank December 2010 - October 2012
Toronto International Film Festival Group September 2005 - 2012
American Marketing Association (AMA), Toronto 2009 - 2011
Interactive Advertising Bureau 2008 - 2009
BMO InvestorLine 2006 - 2007
BMO Bank of Montreal 2005 - 2006
TSX Group (Toronto Stock Exchange) 2000 - 2005
PricewaterhouseCoopers 1992 - 2000
Skills
Marketing Communications, Event Planning, Project Planning, Online Communications, Content Management, Web Content, Intranet Strategy, Marketing Strategy, Marketing Management, Project Execution, Event Marketing, Corporate Communications, Internal Communications, B2B Marketing, Social Media, Email Marketing, Project Management, Team Management, People Development, Event Management, Market Research, Digital Strategy, Online Marketing, Integrated Marketing, Strategy, Online Advertising, Advertising, Strategic Communications, Brand Management, Marketing, Public Relations, Press Releases, Newsletters
Education
Ryerson University 1998 — 2002
Certificate, Marketing
University of Toronto
E-Business & Web Marketing Certificate
Greg Armitage Greg Armitage's BMO InvestorLine Experience 2000 - 2003
Job Teacher
Industry Education Management
Experience
Sora Group Wealth Advisors Inc. August 2003 - February 2013
BMO InvestorLine 2000 - 2003
Great Pacific Management 1994 - 1996
Skills
Business Education, Retirement Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Investment Strategies, long term wealth..., Strategic Financial..., Portfolio Management, Asset Allocation, Estate Planning, Retirement, Financial Planners, Securities, Asset Management
Education
The University of British Columbia 2014 — 2015
Bachelor of Education (BEd), Secondary Education and Teaching
Simon Fraser University 1989 — 1993
BBA, Business Administration
Douglas College 1988 — 1989
Burnaby Central Senior Secondary 1986 — 1988
High School
Sora Group Wealth Advisors Inc. August 2003 - February 2013
BMO InvestorLine 2000 - 2003
Great Pacific Management 1994 - 1996
Skills
Business Education, Retirement Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Investment Strategies, long term wealth..., Strategic Financial..., Portfolio Management, Asset Allocation, Estate Planning, Retirement, Financial Planners, Securities, Asset Management
Education
The University of British Columbia 2014 — 2015
Bachelor of Education (BEd), Secondary Education and Teaching
Simon Fraser University 1989 — 1993
BBA, Business Administration
Douglas College 1988 — 1989
Burnaby Central Senior Secondary 1986 — 1988
High School
Mark Savoia Mark Savoia's BMO InvestorLine Experience June 2003 - November 2007
Job Head, Marketing & Communications at The Museum of Contemporary Canadian Art (MOCCA)
Industry Marketing and Advertising
Experience
Museum of Contemporary Canadian Art (MOCCA) April 2014 - Present
Vendor Queens 2013 - January 2014
Mark Savoia July 2013 - September 2013
Toronto International Film Festival May 2011 - February 2013
Mark Savoia 2010 - December 2012
Oxymoron Entertainment August 2008 - March 2009
One Star Media February 2008 - March 2009
BMO Investorline June 2003 - November 2007
Skills
Advertising, Marketing Strategy, Marketing, Market Research, Music, Non-profits, Composition, Social Media
Education
Humber College 2010 — 2011
Postgraduate Certificate, Marketing Management
York University 2003 — 2007
Bachelor of Fine Arts, Music Composition
Museum of Contemporary Canadian Art (MOCCA) April 2014 - Present
Vendor Queens 2013 - January 2014
Mark Savoia July 2013 - September 2013
Toronto International Film Festival May 2011 - February 2013
Mark Savoia 2010 - December 2012
Oxymoron Entertainment August 2008 - March 2009
One Star Media February 2008 - March 2009
BMO Investorline June 2003 - November 2007
Skills
Advertising, Marketing Strategy, Marketing, Market Research, Music, Non-profits, Composition, Social Media
Education
Humber College 2010 — 2011
Postgraduate Certificate, Marketing Management
York University 2003 — 2007
Bachelor of Fine Arts, Music Composition
Kwun Ho Chung Kwun Ho Chung's BMO InvestorLine Experience March 2015 - Present
Job Trade Specialist at BMO Investorline
Industry Financial Services
Experience
BMO InvestorLine March 2015 - Present
BMO InvestorLine Inc. October 2014 - March 2015
BMO Investorline October 2013 - October 2014
BMO Financial Group November 2012 - October 2013
BMO November 2010 - November 2012
BMO October 2009 - November 2010
Skills
Banking, Management, Investments, Time Management, Sales, Mutual Funds, Relationship Management, Retail Banking, Derivatives, Capital Markets, Financial Modeling, Finance, Equities, Credit, Mortgage Lending, Coaching, Loans, Customer Service, Financial Analysis, Financial Services, Risk Management, Teamwork, Team Leadership
Education
Ryerson University 2005 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
AY Jackson
BMO InvestorLine March 2015 - Present
BMO InvestorLine Inc. October 2014 - March 2015
BMO Investorline October 2013 - October 2014
BMO Financial Group November 2012 - October 2013
BMO November 2010 - November 2012
BMO October 2009 - November 2010
Skills
Banking, Management, Investments, Time Management, Sales, Mutual Funds, Relationship Management, Retail Banking, Derivatives, Capital Markets, Financial Modeling, Finance, Equities, Credit, Mortgage Lending, Coaching, Loans, Customer Service, Financial Analysis, Financial Services, Risk Management, Teamwork, Team Leadership
Education
Ryerson University 2005 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
AY Jackson
Sarah-Jane Chong Sarah-Jane Chong's BMO InvestorLine Experience April 2011 - April 2012
Job Reports Analyst and Salesforce Administrator at BMO Wealth Management, Retail Sales
Industry Financial Services
Experience
BMO Wealth Management, Retail Sales March 2015 - Present
BMO Wealth Management, Retail Sales April 2012 - March 2015
BMO InvestorLine April 2011 - April 2012
BMO InvestorLine January 2010 - April 2011
Optima Communications International Inc. November 2008 - January 2010
McDonald's Canada January 2007 - January 2010
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Research, Project Management, Process Improvement, Marketing, Microsoft Excel, Adobe LiveCycle Designer, Adobe Professional, Salesforce.com..., Salesforce.com..., Salesforce Training, Salesforce.com...
Education
George Brown College 2007 — 2010
Financial Planning and Services, 3.48
BMO Wealth Management, Retail Sales March 2015 - Present
BMO Wealth Management, Retail Sales April 2012 - March 2015
BMO InvestorLine April 2011 - April 2012
BMO InvestorLine January 2010 - April 2011
Optima Communications International Inc. November 2008 - January 2010
McDonald's Canada January 2007 - January 2010
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Research, Project Management, Process Improvement, Marketing, Microsoft Excel, Adobe LiveCycle Designer, Adobe Professional, Salesforce.com..., Salesforce.com..., Salesforce Training, Salesforce.com...
Education
George Brown College 2007 — 2010
Financial Planning and Services, 3.48
Michael Mouradian MBA Michael Mouradian MBA's BMO InvestorLine Experience 1998 - August 2005
Job Senior Business Consultant at Mike Mouradian Business Consulting
Industry Professional Training & Coaching
Experience
Mike Mouradian Business Consulting January 2014 - Present
Toronto Business Development Centre September 2012 - Present
Humber College 2009 - 2013
Toronto Business Development Centre September 2006 - April 2012
CYBF 2009 - 2011
Job Skills September 2005 - September 2006
BMO Investorline 1998 - August 2005
Skills
Investments, Small Business, Entrepreneurship, Strategic Planning, Coaching, Entrepreneur, Start-ups, Business Strategy, Business Planning, Social Media Marketing, Financial Planning, Teaching, Non-profits, Management Consulting, Sales, Strategic Financial..., Strategy, Workshop Facilitation, Mergers & Acquisitions, Management, Nonprofits, Marketing Strategy, Business Development, Leadership, Social Media, Business Coaching, Training, Project Management, New Business Development
Education
Royal Roads University 2003 — 2005
MBA, Entrepreneurship, Leadership, Change Management
Ryerson University 1992 — 1996
BComm, Accounting & Finance
Mike Mouradian Business Consulting January 2014 - Present
Toronto Business Development Centre September 2012 - Present
Humber College 2009 - 2013
Toronto Business Development Centre September 2006 - April 2012
CYBF 2009 - 2011
Job Skills September 2005 - September 2006
BMO Investorline 1998 - August 2005
Skills
Investments, Small Business, Entrepreneurship, Strategic Planning, Coaching, Entrepreneur, Start-ups, Business Strategy, Business Planning, Social Media Marketing, Financial Planning, Teaching, Non-profits, Management Consulting, Sales, Strategic Financial..., Strategy, Workshop Facilitation, Mergers & Acquisitions, Management, Nonprofits, Marketing Strategy, Business Development, Leadership, Social Media, Business Coaching, Training, Project Management, New Business Development
Education
Royal Roads University 2003 — 2005
MBA, Entrepreneurship, Leadership, Change Management
Ryerson University 1992 — 1996
BComm, Accounting & Finance
Peter Malysewich Peter Malysewich's BMO InvestorLine Experience January 2010 - February 2011
Job Investment Professional and MBA candidate at the DeGroote School of Business
Industry Investment Management
Experience
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - July 2015
BMO Nesbitt Burns March 2011 - November 2013
BMO Investorline January 2010 - February 2011
Interac Japan March 2006 - September 2009
Nova April 2004 - December 2005
Skills
Investment Advisory, Canadian Securities..., Economics, Investments, Mutual Funds, Options, Derivatives, EFT, Bonds, Convertible Bonds, CPH, Corporate Finance, Financial Analysis, Statistics, Research, Fundamental Analysis, Trading, Fixed Income, Asset Allocation, Risk Management, Cash Flow, Diversification, High Net Worth..., Manage Client..., Manage client..., Equities, Equity Trading, Technical Analysis, Wealth Management, Relationship Management, Securities, Retirement Planning, Investment Strategies, Portfolio Management, Finance, Investment Management, Financial Modeling
Education
McMaster University 2014 — 2017
Master of Business Administration (MBA)
University of Waterloo 1999 — 2003
B.A., Economics
Canadian Securities Institute
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - July 2015
BMO Nesbitt Burns March 2011 - November 2013
BMO Investorline January 2010 - February 2011
Interac Japan March 2006 - September 2009
Nova April 2004 - December 2005
Skills
Investment Advisory, Canadian Securities..., Economics, Investments, Mutual Funds, Options, Derivatives, EFT, Bonds, Convertible Bonds, CPH, Corporate Finance, Financial Analysis, Statistics, Research, Fundamental Analysis, Trading, Fixed Income, Asset Allocation, Risk Management, Cash Flow, Diversification, High Net Worth..., Manage Client..., Manage client..., Equities, Equity Trading, Technical Analysis, Wealth Management, Relationship Management, Securities, Retirement Planning, Investment Strategies, Portfolio Management, Finance, Investment Management, Financial Modeling
Education
McMaster University 2014 — 2017
Master of Business Administration (MBA)
University of Waterloo 1999 — 2003
B.A., Economics
Canadian Securities Institute
Gary Germeil's BMO InvestorLine Experience December 2007 - November 2008
Job Student TELUQ
Industry Internet
Experience
Anderson Merchandisers 2012 - 2012
FOCHAPEE February 2007 - April 2010
Cegep du Vieux-Montreal 2010 - 2010
Business Development Bank of Canada December 2008 - July 2009
BMO InvestorLine December 2007 - November 2008
Pixilis Inc. May 2007 - October 2007
TELUS January 2007 - May 2007
Citizenship and Immigration Canada May 2003 - May 2005
Skills
Business Analysis, E-commerce
Education
Université du Québec - Télé-université 2015 — 2015
HEC Montréal 2005 — 2006
M. Sc., Electronic Commerce
Concordia University 2002 — 2005
Bachelor of Commerce, Major in Marketing, Minor in Electronic Business Systems
Anderson Merchandisers 2012 - 2012
FOCHAPEE February 2007 - April 2010
Cegep du Vieux-Montreal 2010 - 2010
Business Development Bank of Canada December 2008 - July 2009
BMO InvestorLine December 2007 - November 2008
Pixilis Inc. May 2007 - October 2007
TELUS January 2007 - May 2007
Citizenship and Immigration Canada May 2003 - May 2005
Skills
Business Analysis, E-commerce
Education
Université du Québec - Télé-université 2015 — 2015
HEC Montréal 2005 — 2006
M. Sc., Electronic Commerce
Concordia University 2002 — 2005
Bachelor of Commerce, Major in Marketing, Minor in Electronic Business Systems
Paul Bounds Paul Bounds's BMO InvestorLine Experience December 2014 - Present
Job Director, Products & Services, BMO InvestorLine
Industry Financial Services
Experience
BMO InvestorLine December 2014 - Present
BMO Financial Group March 2013 - November 2014
BMO Financial Group October 2011 - March 2013
BMO Financial Group February 2010 - October 2011
processexcellence.ca April 2009 - March 2010
Decoma Exterion (Magna International) November 2008 - April 2009
Decoma Exterion (Magna International) October 2008 - April 2009
Decoma Exterion (Magna International) August 2008 - October 2008
Decoma Exterion (Magna International) February 2008 - August 2008
Decoma Exterion (Magna International) April 2005 - February 2008
Skills
Six Sigma, Lean Manufacturing, Cross-functional Team..., Process Improvement, Continuous Improvement, Program Management, Change Management, Operations Management, Manufacturing, Leadership, Kaizen, Management, Project Management, Supply Chain, Business Process, Training, Analysis, 5S, Sourcing, DMAIC, Materials Management, Automotive, Business Process..., Business Process Mapping, Operational Excellence, Process Engineering, Quality Management
Education
Wilfrid Laurier University 2011 — 2014
MBA
Wilfrid Laurier University 1995 — 2006
BA, Psychology
Seneca College of Applied Arts and Technology 1998 — 2001
Human Resources Management
Seneca College of Applied Arts and Technology 1992 — 1994
Diploma, Law Enforcement
BMO InvestorLine December 2014 - Present
BMO Financial Group March 2013 - November 2014
BMO Financial Group October 2011 - March 2013
BMO Financial Group February 2010 - October 2011
processexcellence.ca April 2009 - March 2010
Decoma Exterion (Magna International) November 2008 - April 2009
Decoma Exterion (Magna International) October 2008 - April 2009
Decoma Exterion (Magna International) August 2008 - October 2008
Decoma Exterion (Magna International) February 2008 - August 2008
Decoma Exterion (Magna International) April 2005 - February 2008
Skills
Six Sigma, Lean Manufacturing, Cross-functional Team..., Process Improvement, Continuous Improvement, Program Management, Change Management, Operations Management, Manufacturing, Leadership, Kaizen, Management, Project Management, Supply Chain, Business Process, Training, Analysis, 5S, Sourcing, DMAIC, Materials Management, Automotive, Business Process..., Business Process Mapping, Operational Excellence, Process Engineering, Quality Management
Education
Wilfrid Laurier University 2011 — 2014
MBA
Wilfrid Laurier University 1995 — 2006
BA, Psychology
Seneca College of Applied Arts and Technology 1998 — 2001
Human Resources Management
Seneca College of Applied Arts and Technology 1992 — 1994
Diploma, Law Enforcement
Ricardo Conceicao's BMO InvestorLine Experience August 2010 - Present
Job Business Development Manager at BMO Investorline
Industry Banking
Experience
BMO Investorline August 2010 - Present
BMO Investorline August 2007 - July 2010
Skills
Credit, Investments, Investment Strategies, Fixed Income Strategies, Mutual Funds, Options Strategies, Options, Sales, Direct Sales, Marketing Strategy, Relationship Management, New Business Development, Sales Operations, Business Development, Commercial Banking, Financial Analysis, Risk Management
Education
Université du Québec à Montréal 2002 — 2006
Sc., Economics
Collège Jean-de-Brébeuf 2000 — 2002
DEC, Social Sciences
BMO Investorline August 2010 - Present
BMO Investorline August 2007 - July 2010
Skills
Credit, Investments, Investment Strategies, Fixed Income Strategies, Mutual Funds, Options Strategies, Options, Sales, Direct Sales, Marketing Strategy, Relationship Management, New Business Development, Sales Operations, Business Development, Commercial Banking, Financial Analysis, Risk Management
Education
Université du Québec à Montréal 2002 — 2006
Sc., Economics
Collège Jean-de-Brébeuf 2000 — 2002
DEC, Social Sciences
Marc Irvine's BMO InvestorLine Experience December 2009 - May 2010
Job Information Management Administrator
Industry Government Administration
Experience
Treasury Board Secretariat - IT Source July 2010 - Present
BMO InvestorLine December 2009 - May 2010
Invesco Canada 2007 - 2008
BMO Financial Group 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Relationship Management, Team Leadership
Education
DeGroote School of Business, McMaster University
Honours Bachelor of Commerce
Canadian Securities Institute
McMaster University
Treasury Board Secretariat - IT Source July 2010 - Present
BMO InvestorLine December 2009 - May 2010
Invesco Canada 2007 - 2008
BMO Financial Group 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Relationship Management, Team Leadership
Education
DeGroote School of Business, McMaster University
Honours Bachelor of Commerce
Canadian Securities Institute
McMaster University
Harry Apostolatos Harry Apostolatos's BMO InvestorLine Experience 1997 - 1999
Job Senior Investigator Investment Industry Regulatory Organization of Canada (IIROC)
Industry Financial Services
Experience
IIROC (Investment Industry Regulatory Organization of Canada) February 2015 - Present
Investment Industry Regulatory Organization of Canada (IIROC) July 2012 - February 2015
RBC June 2009 - July 2012
Diversified Business Communications - Canada April 2007 - June 2009
Bank of Montreal 1999 - 2006
BMO InvestorLine 1997 - 1999
Bank of Montreal - Global Treasury 1996 - 1997
Bank of Montreal – Investment Banking Group - Global Treasury 1992 - 1996
BMO InvestorLine 1991 - 1992
TD GreenLine 1990 - 1991
Skills
Sales Management, Business Strategy, Trading, Retirement Planning, Investments, Financial Planning, Investment Strategies, Estate Planning, Financial Markets, Portfolio Management, Insurance, Wealth Management, Strategic Financial..., Banking, Equities, Finance, Financial Services, Fixed Income, Investment Advisory, Mutual Funds, Retirement, Wealth
Education
McGill University
MBA, MBA
Concordia University
BA, Economics
IIROC (Investment Industry Regulatory Organization of Canada) February 2015 - Present
Investment Industry Regulatory Organization of Canada (IIROC) July 2012 - February 2015
RBC June 2009 - July 2012
Diversified Business Communications - Canada April 2007 - June 2009
Bank of Montreal 1999 - 2006
BMO InvestorLine 1997 - 1999
Bank of Montreal - Global Treasury 1996 - 1997
Bank of Montreal – Investment Banking Group - Global Treasury 1992 - 1996
BMO InvestorLine 1991 - 1992
TD GreenLine 1990 - 1991
Skills
Sales Management, Business Strategy, Trading, Retirement Planning, Investments, Financial Planning, Investment Strategies, Estate Planning, Financial Markets, Portfolio Management, Insurance, Wealth Management, Strategic Financial..., Banking, Equities, Finance, Financial Services, Fixed Income, Investment Advisory, Mutual Funds, Retirement, Wealth
Education
McGill University
MBA, MBA
Concordia University
BA, Economics
Lindsay Abbey's BMO InvestorLine Experience September 1998 - September 2004
Job Director and Head of Digital Marketing Channels North America at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group July 2012 - August 2014
BMO Financial Group July 2010 - July 2012
BMO Financial Group November 2007 - July 2010
BMO Nesbitt Burns January 2005 - October 2007
Ticketmaster September 2004 - January 2005
BMO InvestorLine September 1998 - September 2004
Skills
Strategy, Digital Marketing, E-commerce, Customer Experience, Product Management, E-business, Digital Strategy, Strategic Planning, Project Management, Leadership, Marketing, SEO, Web Analytics, Mobile Devices, Online Advertising, Financial Services
Education
McMaster University 1988 — 1992
BA, Economics
Project Management Institute
PMP Certification, Project Management
BMO Financial Group August 2014 - Present
BMO Financial Group July 2012 - August 2014
BMO Financial Group July 2010 - July 2012
BMO Financial Group November 2007 - July 2010
BMO Nesbitt Burns January 2005 - October 2007
Ticketmaster September 2004 - January 2005
BMO InvestorLine September 1998 - September 2004
Skills
Strategy, Digital Marketing, E-commerce, Customer Experience, Product Management, E-business, Digital Strategy, Strategic Planning, Project Management, Leadership, Marketing, SEO, Web Analytics, Mobile Devices, Online Advertising, Financial Services
Education
McMaster University 1988 — 1992
BA, Economics
Project Management Institute
PMP Certification, Project Management
Issa Clarke's BMO InvestorLine Experience 1998 - 2007
Job User Interface Specialist at CIBC
Industry Internet
Experience
CIBC December 2010 - Present
DesignRight Solutions Inc. November 2008 - Present
INTRIA Items Inc. June 2009 - December 2010
CIBC December 2007 - May 2009
BMO InvestorLine 1998 - 2007
Skills
Front End Development, User Interface Design, User Experience, Web Development, Usability Testing, Business Analysis, Information Architecture, Usability, Requirements Gathering, User-centered Design, User Interface, User Experience Design, Management, Interaction Design, Requirements Analysis, SDLC, Software Development, Front-end
Education
McMaster University 1985 — 1990
CIBC December 2010 - Present
DesignRight Solutions Inc. November 2008 - Present
INTRIA Items Inc. June 2009 - December 2010
CIBC December 2007 - May 2009
BMO InvestorLine 1998 - 2007
Skills
Front End Development, User Interface Design, User Experience, Web Development, Usability Testing, Business Analysis, Information Architecture, Usability, Requirements Gathering, User-centered Design, User Interface, User Experience Design, Management, Interaction Design, Requirements Analysis, SDLC, Software Development, Front-end
Education
McMaster University 1985 — 1990
Duane Martin's BMO InvestorLine Experience May 2010 - October 2011
Job Manager Marketing Analytics at Staples
Industry Retail
Experience
Staples October 2011 - Present
BMO InvestorLine May 2010 - October 2011
BMO InvestorLine March 2008 - April 2010
Wunderman 2006 - 2008
Flagship Software April 2004 - November 2006
Skills
Database Marketing, Analytics, Data Analysis, Segmentation, SAS, Business Intelligence, Data Warehousing, Business Analysis, Business Objects, Direct Marketing, Databases, Database Design, Access, Microsoft SQL Server, Requirements Gathering, SSIS
Education
Seneca College of Applied Arts and Technology
Diploma, Computer Programming
York University
B.A., Information Technology
Staples October 2011 - Present
BMO InvestorLine May 2010 - October 2011
BMO InvestorLine March 2008 - April 2010
Wunderman 2006 - 2008
Flagship Software April 2004 - November 2006
Skills
Database Marketing, Analytics, Data Analysis, Segmentation, SAS, Business Intelligence, Data Warehousing, Business Analysis, Business Objects, Direct Marketing, Databases, Database Design, Access, Microsoft SQL Server, Requirements Gathering, SSIS
Education
Seneca College of Applied Arts and Technology
Diploma, Computer Programming
York University
B.A., Information Technology
Varun Tiwari's BMO InvestorLine Experience November 2012 - Present
Job Trader at BMO Investorline
Industry Financial Services
Experience
BMO Investorline November 2012 - Present
BMO March 2011 - November 2012
Canon Business Solutions February 2010 - March 2011
Investors Group Financial Services Inc. October 2009 - February 2010
SBR International August 2008 - October 2009
Skills
Canadian Securities..., Mutual Funds, New Business Development, Account Management
Education
Brunel University 2005 — 2008
BSc. Hons, Economics and Business Finance
BMO Investorline November 2012 - Present
BMO March 2011 - November 2012
Canon Business Solutions February 2010 - March 2011
Investors Group Financial Services Inc. October 2009 - February 2010
SBR International August 2008 - October 2009
Skills
Canadian Securities..., Mutual Funds, New Business Development, Account Management
Education
Brunel University 2005 — 2008
BSc. Hons, Economics and Business Finance
Howie Huang's BMO InvestorLine Experience November 2014 - Present
Job Assistant Manager, Trade Management & Support at BMO InvestorLine
Industry Investment Management
Experience
BMO InvestorLine November 2014 - Present
BMO InvestorLine May 2012 - November 2014
BMO InvestorLine August 2010 - May 2012
Capital World Financial January 2009 - March 2010
Skills
Investment Strategies, Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Modeling, Securities, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Income, Equities, Financial Services, Relationship Management
Education
The University of British Columbia 2002 — 2007
Bachelor of Science (BSc)
BMO InvestorLine November 2014 - Present
BMO InvestorLine May 2012 - November 2014
BMO InvestorLine August 2010 - May 2012
Capital World Financial January 2009 - March 2010
Skills
Investment Strategies, Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Modeling, Securities, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Income, Equities, Financial Services, Relationship Management
Education
The University of British Columbia 2002 — 2007
Bachelor of Science (BSc)
Linh Le Kim's BMO InvestorLine Experience February 2013 - December 2014
Job Personal Lines Damage Insurance Broker at Fort Insurance
Industry Investment Banking
Experience
Fort Insurance September 2015 - Present
TD Insurance January 2015 - August 2015
BMO Investorline February 2013 - December 2014
Bank of Montreal June 2011 - November 2011
Skills
PowerPoint, French, Customer Service, Mentoring, Multi Tasking, Immocontact, Adobe Photoshop, FileNet, RIS, Research, Microsoft Word, Microsoft Excel, Securities, Investment Banking, Matrix Management, Merlin, Adobe Illustrator, Microsoft Dynamics GP, Amelia, Bart Suite, Open Office, Grassroots Fundraising, Data Entry, Teamwork, Management, Banking, Sales, Finance, Problem Solving, Analytical Skills
Education
Concordia University 2008 — 2012
Bachelor of Arts (B.A.), Major in Political Science
Institut d'Etudes politiques de Paris / Sciences Po Paris 2010 — 2011
Student Exchange Program
Marianopolis College 2006 — 2008
Health Science, D.E.C
Fort Insurance September 2015 - Present
TD Insurance January 2015 - August 2015
BMO Investorline February 2013 - December 2014
Bank of Montreal June 2011 - November 2011
Skills
PowerPoint, French, Customer Service, Mentoring, Multi Tasking, Immocontact, Adobe Photoshop, FileNet, RIS, Research, Microsoft Word, Microsoft Excel, Securities, Investment Banking, Matrix Management, Merlin, Adobe Illustrator, Microsoft Dynamics GP, Amelia, Bart Suite, Open Office, Grassroots Fundraising, Data Entry, Teamwork, Management, Banking, Sales, Finance, Problem Solving, Analytical Skills
Education
Concordia University 2008 — 2012
Bachelor of Arts (B.A.), Major in Political Science
Institut d'Etudes politiques de Paris / Sciences Po Paris 2010 — 2011
Student Exchange Program
Marianopolis College 2006 — 2008
Health Science, D.E.C
Denes Wurdits's BMO InvestorLine Experience June 2007 - December 2010
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2015 - Present
RBC Dominion Securities January 2011 - August 2014
BMO InvestorLine June 2007 - December 2010
Scotiabank June 2006 - May 2007
Wells Fargo June 2005 - May 2006
Sears & Co. November 1998 - May 2005
Skills
Mutual Funds, Wealth Management, Investments, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Portfolio Management, Bonds, Derivatives, Options, Banking, Fixed Income, Canadian Securities..., Electronic Trading, Trading Systems, Wealth Management..., Investment Management, Financial Risk, ETFs, Asset Allocation, Equity Trading, Trading, Relationship Management, Loans, Mortgage Lending, Finance, Financial Planning
Education
Canadian Securities Institute 2007 — 2013
Completed CSC, CPH, DFC, OLC, WME, IMT
Sheridan College 2003 — 2004
CPF, Financial Planning
Sheridan College 1999 — 2003
Business Administration, Finance, General
BMO Nesbitt Burns May 2015 - Present
RBC Dominion Securities January 2011 - August 2014
BMO InvestorLine June 2007 - December 2010
Scotiabank June 2006 - May 2007
Wells Fargo June 2005 - May 2006
Sears & Co. November 1998 - May 2005
Skills
Mutual Funds, Wealth Management, Investments, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Portfolio Management, Bonds, Derivatives, Options, Banking, Fixed Income, Canadian Securities..., Electronic Trading, Trading Systems, Wealth Management..., Investment Management, Financial Risk, ETFs, Asset Allocation, Equity Trading, Trading, Relationship Management, Loans, Mortgage Lending, Finance, Financial Planning
Education
Canadian Securities Institute 2007 — 2013
Completed CSC, CPH, DFC, OLC, WME, IMT
Sheridan College 2003 — 2004
CPF, Financial Planning
Sheridan College 1999 — 2003
Business Administration, Finance, General
Brad Rowland's BMO InvestorLine Experience April 2012 - Present
Job Compliance Officer at BMO InvestorLine
Industry Banking
Experience
BMO InvestorLine April 2012 - Present
BMO InvestorLine May 2011 - April 2012
BMO InvestorLine April 2008 - May 2011
BMO InvestorLine February 2007 - April 2008
BMO Financial Group January 2006 - February 2007
Skills
Derivatives, Management, Mutual Funds, Banking, Investments, Customer Service, Financial Services, Retail Banking
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Financial Planning Co-Op
BMO InvestorLine April 2012 - Present
BMO InvestorLine May 2011 - April 2012
BMO InvestorLine April 2008 - May 2011
BMO InvestorLine February 2007 - April 2008
BMO Financial Group January 2006 - February 2007
Skills
Derivatives, Management, Mutual Funds, Banking, Investments, Customer Service, Financial Services, Retail Banking
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Financial Planning Co-Op
Gigi Wan's BMO InvestorLine Experience March 2011 - Present
Job Investment Specialist at BMO InvestorLine
Industry Financial Services
Experience
BMO InvestorLine March 2011 - Present
HSBC InvestDirect October 2006 - February 2011
HSBC InvestDirect August 2009 - January 2010
HSBC InvestDirect June 2005 - October 2006
HSBC InvestDirect November 2002 - June 2005
HSBC InvestDirect April 2000 - November 2002
HSBC InvestDirect June 1999 - April 2000
HSBC InvestDirect April 1999 - June 1999
HSBC Bank Canada August 1998 - April 1999
Skills
Management, Banking, Equities, Leadership, Marketing, Investments, securities, Options, Mutual Funds, Customer-focused Service
Education
Canadian Securities Institute
Sheridan College
Sheridan College
Sheridan College
University of Toronto at Mississauga - Erindale College
Bachelor of Commerce
BMO InvestorLine March 2011 - Present
HSBC InvestDirect October 2006 - February 2011
HSBC InvestDirect August 2009 - January 2010
HSBC InvestDirect June 2005 - October 2006
HSBC InvestDirect November 2002 - June 2005
HSBC InvestDirect April 2000 - November 2002
HSBC InvestDirect June 1999 - April 2000
HSBC InvestDirect April 1999 - June 1999
HSBC Bank Canada August 1998 - April 1999
Skills
Management, Banking, Equities, Leadership, Marketing, Investments, securities, Options, Mutual Funds, Customer-focused Service
Education
Canadian Securities Institute
Sheridan College
Sheridan College
Sheridan College
University of Toronto at Mississauga - Erindale College
Bachelor of Commerce
Conlief Lyons's BMO InvestorLine Experience 2000 - 2005
Job Snr Investment Representative at Scotia iTRADE
Industry Financial Services
Experience
Scotia iTrade 2009 - Present
E*Trade Canada 2006 - 2009
BMO Investorline 2000 - 2005
Skills
Mutual Funds, Options, Trading, Equity Trading, Derivatives, Fixed Income, Equities, Investments, Securities, Banking, Bonds, Risk Management, Foreign Exchange, Wealth Management, Bloomberg, Financial Markets, Financial Services, Relationship Management, Options Strategies, Equity Derivatives, Retail Banking, ETFs, Trading Systems, Electronic Trading, Financial Analysis, Technical Analysis, AML, Finance, Cash Management, FX trading, Financial Risk, Retirement Planning, Asset Allocation, Retirement, Wealth, Capital Markets, Strategic Financial..., Financial Planning
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Adult Education, Facilitating adult education
Canadian Securities Institute 1994 — 2009
Securities courses, Finance and Financial Management Services
McMaster University 1981 — 1984
Bsc, Biology, Psychology
Scotia iTrade 2009 - Present
E*Trade Canada 2006 - 2009
BMO Investorline 2000 - 2005
Skills
Mutual Funds, Options, Trading, Equity Trading, Derivatives, Fixed Income, Equities, Investments, Securities, Banking, Bonds, Risk Management, Foreign Exchange, Wealth Management, Bloomberg, Financial Markets, Financial Services, Relationship Management, Options Strategies, Equity Derivatives, Retail Banking, ETFs, Trading Systems, Electronic Trading, Financial Analysis, Technical Analysis, AML, Finance, Cash Management, FX trading, Financial Risk, Retirement Planning, Asset Allocation, Retirement, Wealth, Capital Markets, Strategic Financial..., Financial Planning
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Adult Education, Facilitating adult education
Canadian Securities Institute 1994 — 2009
Securities courses, Finance and Financial Management Services
McMaster University 1981 — 1984
Bsc, Biology, Psychology
David Carreiro D'Almeida's BMO InvestorLine Experience Small Business ConsultantTDFebruary 2014 - Present
Job Customer Relationship Consultant at BMO investorline
Industry Financial Services
Experience
BMO investorline Small Business ConsultantTDFebruary 2014 - Present
Education
Concordia University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BMO investorline Small Business ConsultantTDFebruary 2014 - Present
Education
Concordia University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arsalan Asad's BMO InvestorLine Experience November 2011 - Present
Job 5 Star Investment Specialist
Industry Financial Services
Experience
BMO InvestorLine November 2011 - Present
Pension Planning Centre January 2012 - December 2012
TD Waterhouse Discount Brokerage November 2009 - 2011
TD December 2006 - October 2009
Skills
Mutual Funds, Wealth Management, Investment Advisory, Options Strategies, ETFs, Derivatives, Disability Insurance, Life Insurance, Canadian Securities..., Finance
Education
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA) with Minor in Managerial Accounting
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA)
BMO InvestorLine November 2011 - Present
Pension Planning Centre January 2012 - December 2012
TD Waterhouse Discount Brokerage November 2009 - 2011
TD December 2006 - October 2009
Skills
Mutual Funds, Wealth Management, Investment Advisory, Options Strategies, ETFs, Derivatives, Disability Insurance, Life Insurance, Canadian Securities..., Finance
Education
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA) with Minor in Managerial Accounting
Concordia University 2007 — 2013
Bachelor of Business Administration (BBA)
Rita Hutinec's BMO InvestorLine Experience February 2004 - September 2006
Job Senior Project Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2006 - Present
BMO InvestorLine February 2004 - September 2006
BMO Nesbitt Burns November 2001 - February 2004
Skills
PMO, Project Portfolio..., PMP, Project Delivery, Business Analysis, Risk Management, Vendor Management, Software Project..., Requirements Gathering, Requirements Analysis, Banking, Business Requirements, Project Management, Business Process..., Program Management, Change Management, MS Project, IT Strategy, Governance
Education
Bangalore University 1970 — 1974
Bachelor of Arts (B.A.), Economics
York University
Bachelor of Arts (B.A.), Economics
BMO Financial Group September 2006 - Present
BMO InvestorLine February 2004 - September 2006
BMO Nesbitt Burns November 2001 - February 2004
Skills
PMO, Project Portfolio..., PMP, Project Delivery, Business Analysis, Risk Management, Vendor Management, Software Project..., Requirements Gathering, Requirements Analysis, Banking, Business Requirements, Project Management, Business Process..., Program Management, Change Management, MS Project, IT Strategy, Governance
Education
Bangalore University 1970 — 1974
Bachelor of Arts (B.A.), Economics
York University
Bachelor of Arts (B.A.), Economics